<p> PaperOffice can, thanks to the document templates, execute automated processes as soon as they are recognized. But for this, the templates must first be defined. </p> <p> What document templates are and how they are stored is described in a separate <a target="blank" href="https://portal.paperoffice.ai/paperoffice/en/kb/paperoffice-classic-dms/wie_lerne_ich_die_dokumentvorlagen_in_paperoffice_ein"> <u> Topic </u> </a> described. </p>
<h3 class = "uk-heading-small"> Manage document templates </h3> <img src = "https://api.paperoffice.ai/latest/knowledge/image/15/a08e8250ddf6d4f8d50b71b7eb6afb9d2f0f6458aa9bf10f2eed8f1870afcd99" alt = "Manage document templates mask"> <p> To manage document templates, go to your settings and select "<b> Document templates and storage masks </b>". Click on "Manage document templates". The list of all document templates appears. </p> <p> You can quickly search for your document templates by entering the name of the document template into the search field within the administration mask; a live search is carried out. </p>
<p> In the "In use" column you can see which document templates are currently active. To set a document template to inactive, mark it in the list and select "Edit document template". </p> <p> In the "Document recognition is active" area, deselect the checkmark and confirm all further entries until you come to the last step. Confirm this as well. </p>
<img src = "https://api.paperoffice.ai/latest/knowledge/image/15/4af278257bdef5a0fcd4c4757829d5beb80c2689511eb540110ff12ca40a856b" alt = "Store contact information" xss = "removed">
<p> The red symbol with a line through it now indicates that this document template is currently not in use. </p>
<p> Fast recognition means that only the first page of the document is recognized. </p>
<p> The <b> Storage mask </b> column lists which document templates have been linked to a filing mask. If you have saved file masks, they can easily be assigned in this administration window. Select one of the document templates and click in the lower area "<b> Linked storage mask </b>" in the selection field. Select a storage mask. </p> <p> In the "Read out variables" area, which you can see by moving the slider to the right, the number of variables read out is displayed. </p>